+132,206.2%
APH vs AZO
+23,647.6%
+108,558.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +5.0% | +0.7% | +4.2% | +4.8% |
| 30D | -3.9% | -2.7% | -1.2% | -3.2% |
| 3M | +13.0% | -3.2% | +16.2% | +13.3% |
| 6M | +25.2% | -19.7% | +44.9% | +31.8% |
| YTD | +22.9% | -12.0% | +35.0% | +25.7% |
| 1Y | +47.8% | -29.5% | +77.4% | +60.2% |
| 3Y | +283.0% | +17.3% | +265.7% | +253.3% |
| 5Y | +349.7% | +94.1% | +255.6% | +254.4% |
| 10Y | +1,061.2% | +303.3% | +757.9% | +623.0% |
| All | +132,206.2% | +23,647.6% | +108,558.6% | +30,518.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling